#포트폴리오 재편 Analysis Reports
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더테크놀로지(043090)는 2026-07-18 코스닥시장 기업심사위원회의 상장폐지 심의·의결과 효력정지 가처분 기각에 따라 2026-08-10 코스닥시장 상장폐지가 확정된 상태다. 2026-07-30~08-07 정리매매 기간(가격제한폭 미적용) 동안 첫날 -82.02%, 기준일인 2026-08-07 -50.95%(전일 210원→103원, 거래량 1,411,104주) 등 연속 폭락했다. 상장폐지의 근본 원인은 2021~2022년 협력업체 대상 허위 매출 계상(총 약 46억원)이며, 2026-05-06 증권선물위원회가 회계처리기준 위반으로 검찰 통보를 의결했다(과징금 2억8,980만원, 감사인 지정 3년). 5년 연속 영업손실을 기록해 온 가운데 2026년 1분기 누적 연결 순이익은 +3.4억원으로 흑자 전환했으나 상장폐지 절차와는 무관하게 진행됐다.
SK Eternix is a renewable energy company spun off and relisted from SK E&S in March 2024, directly owning and operating solar, wind, fuel cell, and ESS power generation assets. In FY2025 (2nd fiscal year), consolidated revenue was KRW 385.6 billion (+16% YoY), operating profit was KRW 53.0 billion (+41%), and net income turned profitable at KRW 30.722 billion (based on the 2nd annual general shareholders' meeting financial statement approval report, as of 2025-12-31). On 2026-03-06, SK Discovery and Han & Company W.P. Holdings entered into a share purchase agreement to sell their entire stakes (combined approximately 43.5%) to 'Eclipse', a KKR-affiliated SPV, and following the deal's closing on 2026-04-07, Eclipse was registered as the new largest shareholder (43.10%) (DART substantial shareholding report). The closing price as of 2026-07-24 was KRW 80,900, up +0.37% from the previous day, and up approximately 101% over the preceding month (KRW 40,100 on 6/23 → KRW 80,600 on 7/23).
Eaton Corporation plc (NYSE: ETN) reported its Q2 FY2026 results on 2026-07-31. Revenue reached a record $8.5B (+21% YoY, +14% organic), and adjusted EPS of $3.15 beat the market consensus of $3.08. The company raised its full-year 2026 adjusted EPS guidance to $13.40-$13.60 (midpoint $13.50) and its organic growth guidance to 11-13%. The board approved a quarterly dividend of $1.10 per share on 2026-07-22 (record date 2026-08-07, payment date 2026-08-28).
Soosung Webtoon (084180) closed at KRW 672 on 2026-08-14, up +29.98% from the previous close of KRW 517, with trading volume of 376,475 shares. The company posted consolidated revenue of KRW 92.77bn and operating profit of KRW 5.21bn in 2025, turning profitable, and recorded cumulative H1 2026 revenue of KRW 47.24bn and operating profit of KRW 2.34bn. On 2026-08-12, the Korea Exchange newly designated Soosung Webtoon as an administrative issue on grounds that its closing price had remained below KRW 1,000 for 30 consecutive trading days, and the stake of largest shareholder Toomics Holdings fell from 51.00% as of 2025-12-31 to 43.13% as of 2026-08-13, due in part to forced sales (collateral enforcement).
Johnson & Johnson reported Q2 2026 (quarter ended June 28) revenue of USD 25.31 billion (+6.6% year over year) and Adjusted EPS of USD 2.90 (above the consensus of USD 2.86), and raised its full-year 2026 revenue guidance to a midpoint of USD 101.1 billion (+7.3%) (company release, 2026-07-15). The Innovative Medicine segment drove overall growth through follow-on products such as Darzalex and Tremfya, even as Stelara revenue declined amid biosimilar competition (from USD 10.3 billion in 2024 to USD 6.1 billion in 2025, -42.7%). Over the same period, talc baby powder litigation remained active, with 60,792 cases pending in the New Jersey multidistrict litigation (MDL) as of July 2026, and on 2026-07-10 the Illinois Appellate Court affirmed a USD 45 million damages verdict.
SK D&D closed at KRW 5,230 on 2026-08-07 (-11.95% from the previous close of KRW 5,940). On 2026-07-28, the board of directors resolved a rights offering of 44,681,000 new shares (approximately 240% of shares outstanding), and on 2026-08-05 the Financial Supervisory Service (FSS) requested a correction to the securities registration statement. The largest shareholder changed to private-equity-affiliated Hahn & Company Development Holdings, LLC (holding a 78.69-79.36% stake, based on the substantial shareholding report as of 2026-07-31) following a 2025 tender offer, and on 2026-06-28 the credit rating on its unsecured bonds was downgraded from BBB (negative) to BBB- (negative).
SK Square is an investment holding company established in November 2021 through a spin-off from SK Telecom. For Q1 2026, it announced record-high quarterly results on a consolidated basis, with revenue of KRW 300.3bn, operating profit of KRW 8.2783tn (+400% YoY), and net income of KRW 8.3747tn (+419% YoY) (media report based on the 2026-05-14 disclosure, A). About 98% of the company's net asset value (NAV) of KRW 309.3tn is accounted for by its SK hynix stake (a 20.1% holding), and the largest shareholder is SK Inc. (32.14%, as of 2026-03-31). During the first half of 2026, portfolio restructuring continued through the divestment of non-core assets, including 11st's incorporation as an SK Planet subsidiary and the full sale of the ONE store stake (2026-06-29).
Atkore Inc. (ATKR) disclosed on 2026-08-03 that it had signed a definitive merger agreement on 2026-08-02 to be acquired by Italian cable manufacturer Prysmian S.p.A. for $95.00 per share in an all-cash deal (enterprise value of approximately $3.8 billion, EV/2025A EBITDA of 9.8x). On the same day, the company released its fiscal 2026 third-quarter results (period ended 2026-06-26), reporting net sales of $794.8 million (+8.1% year-over-year) and adjusted EPS of $1.92, exceeding consensus of $1.78. GAAP net income fell 98.3% year-over-year to just $0.7 million due to litigation settlement charges and acquisition-related costs. The transaction is targeted to close by year-end 2026, subject to approval by Atkore shareholders and regulatory authorities.